Retirement plan

WILKINSON-COOPER PRODUCE, INC. EMPLOYEE PROFIT SHARING PLAN W/401(K)

Name: WILKINSON-COOPER PRODUCE, INC. - WILKINSON-COOPER PRODUCE, INC. EMPLOYEE PROFIT SHARING PLAN W/401(K) (2025) Form 5500
Creator: WILKINSON-COOPER PRODUCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILKINSON-COOPER PRODUCE, INC. EMPLOYEE PROFIT SHARING PLAN W/401(K), WILKINSON-COOPER PRODUCE, INC.

WILKINSON-COOPER PRODUCE, INC.EIN 59-1103654Plan #001PY 2025

701 NORTHWEST 12TH STREET - BELLE GLADE, FL 33430561-996-9595wilkinson-cooper.comLinkedIn11-50 employees

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+15.2% from 2024

Total participants

0.0% from 2024

Average account balance

$79,004

+15.2% from 2024

Annual return

11.18%

-9.91 pp from 2024

Benchmarks

See 1,520 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,520 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.69M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$79K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

109.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$437K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.18%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$10075

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$343K

$11050 / participant

Other / not subdivided$343K100.0%

% of EOY assets

12.752%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,004

$77,896+1.4%

$134,172-41.1%

$82,448-4.2%

Participation rate

96.8%

62.8%+34.0pp

72.5%+24.3pp

68.1%+28.7pp

Annual return

11.18%

18.21%-7.0pp

25.30%-14.1pp

41.64%-30.5pp

Employer contribution / active EE

$11,863

$2,159+449.4%

$3,420+246.9%

$2,551+365.0%

Participant deferral / active EE

$2,228

$3,162-29.5%

$4,690-52.5%

$4,139-46.2%

Admin fee / account holder

$10,075

$6,336+59.0%

$12,016-16.2%

$7,234+39.3%

WILKINSON-COOPER PRODUCE, INC. EMPLOYEE PROFIT SHARING PLAN W/401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILKINSON-COOPER PRODUCE, INC. EMPLOYEE PROFIT SHARING PLAN W/401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion